[MOV] pos: restructuration of pos toctree
task-3284514 closes odoo/documentation#4226 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
@ -72,9 +72,9 @@ POS.
|
||||
- Sell products without a valid VAT number.
|
||||
- Use a POS that is not connected to an IoT box.
|
||||
|
||||
- The :doc:`cash rounding <../../sales/point_of_sale/shop/cash_rounding>` feature must be activated
|
||||
and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as
|
||||
:guilabel:`Half-Up`.
|
||||
- The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be
|
||||
activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method`
|
||||
set as :guilabel:`Half-Up`.
|
||||
- Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale -->
|
||||
Configuration --> Settings`, and from the :guilabel:`Taxes` section, open the :guilabel:`Default
|
||||
Sales Tax` form by clicking the arrow next to the default sales tax field. There, click
|
||||
|
@ -12,4 +12,3 @@ Internet of Things (IoT)
|
||||
|
||||
iot/config
|
||||
iot/devices
|
||||
../sales/point_of_sale/payment
|
||||
|
@ -54,7 +54,7 @@ Then, you have to connect the peripheral devices to your IoT Box.
|
||||
|
||||
- **Payment terminal**: The connection process depends on the terminal,
|
||||
please refer to the :doc:`payment terminals documentation
|
||||
</applications/sales/point_of_sale/payment>`.
|
||||
</applications/sales/point_of_sale/payment_methods>`.
|
||||
|
||||
Once it's done, you can connect the IoT Box to your PoS. For this, go in
|
||||
:menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box*
|
||||
|
@ -1,24 +1,120 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
=============
|
||||
Point of Sale
|
||||
=============
|
||||
|
||||
With **Odoo Point of Sale**, run your shops or restaurants easily. The app runs on the browser, but
|
||||
is able to continue working even if you are offline.
|
||||
With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
|
||||
a web browser, even if you are temporarily offline. Product moves are automatically registered in
|
||||
your stock, you get real-time statistics, and your data is consolidated across all shops.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
|
||||
- :doc:`IoT Boxes Documentations </applications/productivity/iot>`
|
||||
|
||||
.. _pos/session-start:
|
||||
|
||||
Start a session
|
||||
===============
|
||||
|
||||
From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or
|
||||
:guilabel:`Resume` if the session was already open.
|
||||
|
||||
.. note::
|
||||
Multiple users can be connected to the same session at the same time. However, the session can
|
||||
only be open once on the same browser.
|
||||
|
||||
.. _pos/sell:
|
||||
|
||||
Sell products
|
||||
=============
|
||||
|
||||
Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
|
||||
enter the number of products using the keypad. To add a **discount** or modify the product
|
||||
**price**, click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts.
|
||||
|
||||
Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
|
||||
**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
|
||||
:guilabel:`New Order` to move on to the next customer.
|
||||
|
||||
.. image:: point_of_sale/pos-interface.png
|
||||
:align: center
|
||||
:alt: POS session interface.
|
||||
|
||||
.. tip::
|
||||
- You can use both `,` and `.` on your keyboard as decimal separators.
|
||||
- **Cash** is selected by default if you enter the amount without choosing a payment method.
|
||||
|
||||
.. _pos/customers:
|
||||
|
||||
Register customers
|
||||
==================
|
||||
|
||||
Registering your customers gives you the ability to grant them various privileges such as discounts,
|
||||
loyalty program, specific communication. It is also required if they want an invoice and registering
|
||||
them makes any future interaction with them faster.
|
||||
|
||||
From your session interface, use the customer button.
|
||||
|
||||
.. image:: point_of_sale/customer-button.png
|
||||
|
||||
Create a new one by using this button.
|
||||
|
||||
.. image:: point_of_sale/customer-add.png
|
||||
|
||||
You will be invited to fill out the customer form with their
|
||||
information.
|
||||
|
||||
.. image:: point_of_sale/customer-form.png
|
||||
|
||||
Use the save button when you are done. You can then select that customer
|
||||
in any future transactions.
|
||||
|
||||
.. _pos/refund:
|
||||
|
||||
Return and refund products
|
||||
==========================
|
||||
|
||||
To return a product and make a refund,
|
||||
|
||||
#. from the **POS dashboard**, **open a session** and select the returned product;
|
||||
#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products;
|
||||
#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
|
||||
#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
|
||||
|
||||
.. _pos/session-close:
|
||||
|
||||
Close the POS session
|
||||
=====================
|
||||
|
||||
To close your session,
|
||||
|
||||
#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper
|
||||
right corner of your screen;
|
||||
#. then, click :guilabel:`Close` and proceed to the **closing control**;
|
||||
#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash
|
||||
drawer;
|
||||
#. once the control is done, click :guilabel:`Close session & post entries`;
|
||||
#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`.
|
||||
|
||||
.. image:: point_of_sale/close-pos-session.png
|
||||
:align: center
|
||||
:alt: How to close a POS session.
|
||||
|
||||
.. tip::
|
||||
- It is strongly advised to close your POS session at the end of each day.
|
||||
- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
|
||||
Sessions`.
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
point_of_sale/overview
|
||||
point_of_sale/employee_login
|
||||
point_of_sale/receipts_invoices
|
||||
point_of_sale/configuration
|
||||
point_of_sale/shop
|
||||
point_of_sale/restaurant
|
||||
point_of_sale/payment
|
||||
point_of_sale/advanced_pricing_features
|
||||
point_of_sale/payment_methods
|
||||
point_of_sale/pricing
|
||||
point_of_sale/reporting
|
||||
|
@ -1,13 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
================
|
||||
Pricing Features
|
||||
================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
advanced_pricing_features/discounts
|
||||
advanced_pricing_features/discount_tags
|
||||
advanced_pricing_features/loyalty
|
||||
advanced_pricing_features/pricelists
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
33
content/applications/sales/point_of_sale/configuration.rst
Normal file
@ -0,0 +1,33 @@
|
||||
:show-content:
|
||||
:show-toc:
|
||||
|
||||
=============
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. _configuration/settings:
|
||||
|
||||
Access POS settings
|
||||
===================
|
||||
|
||||
To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
|
||||
Settings`.
|
||||
|
||||
To access the settings of a specific point of sale, go to :menuselection:`Point of Sale -->
|
||||
Configuration --> Point of Sale`. Alternatively, from the Point of Sale dashboard, click the
|
||||
vertical ellipsis (:guilabel:`⋮`) button on a POS card, then on :guilabel:`Settings`.
|
||||
|
||||
Make products available
|
||||
=======================
|
||||
|
||||
To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
|
||||
and open a product. In the :guilabel:`Point of Sale` tab, enable :guilabel:`Available in POS`.
|
||||
|
||||
.. image:: configuration/pos-available.png
|
||||
:alt: Making a product available in your POS.
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
configuration/https
|
||||
configuration/epos_ssc
|
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Before Width: | Height: | Size: 54 KiB After Width: | Height: | Size: 54 KiB |
@ -21,7 +21,7 @@ To enable the feature, go to your *PoS settings* and check log in with
|
||||
employees on your *PoS form*. Then, add the employees that have access
|
||||
to the cash register.
|
||||
|
||||
.. image:: multicashiers/multicashiers01.png
|
||||
.. image:: employee_login/multicashiers01.png
|
||||
:align: center
|
||||
|
||||
Now, you can switch cashier easily.
|
||||
@ -32,12 +32,12 @@ Switch without pin codes
|
||||
The easiest way to switch cashiers is without a code. To do so, click on
|
||||
the cashier name in your PoS interface.
|
||||
|
||||
.. image:: multicashiers/multicashiers02.png
|
||||
.. image:: employee_login/multicashiers02.png
|
||||
:align: center
|
||||
|
||||
Now, you just have to click on your name.
|
||||
|
||||
.. image:: multicashiers/multicashiers03.png
|
||||
.. image:: employee_login/multicashiers03.png
|
||||
:align: center
|
||||
|
||||
.. _set-pin-code:
|
||||
@ -48,12 +48,12 @@ Switch cashier with pin codes
|
||||
You can set a pin code on each cashier. To set up a pin code, go to the
|
||||
employee form and add a security PIN, in the *HR settings tab*.
|
||||
|
||||
.. image:: multicashiers/multicashiers04.png
|
||||
.. image:: employee_login/multicashiers04.png
|
||||
:align: center
|
||||
|
||||
Now, when switching cashier, a PIN password will be asked.
|
||||
|
||||
.. image:: multicashiers/multicashiers05.png
|
||||
.. image:: employee_login/multicashiers05.png
|
||||
:align: center
|
||||
|
||||
.. _employee-barcode:
|
||||
@ -66,7 +66,7 @@ so, set up a barcode at the same place you add the PIN code. Print the
|
||||
badge and when they will scan it, the cashier will be switched to that
|
||||
employee.
|
||||
|
||||
.. image:: multicashiers/multicashiers06.png
|
||||
.. image:: employee_login/multicashiers06.png
|
||||
:align: center
|
||||
|
||||
Find who was the cashier
|
||||
@ -75,7 +75,7 @@ Find who was the cashier
|
||||
Once you have closed your *PoS session*, you can have an overview of
|
||||
the amount each cashier sold for. To do so, go to the orders menu.
|
||||
|
||||
.. image:: multicashiers/multicashiers07.png
|
||||
.. image:: employee_login/multicashiers07.png
|
||||
:align: center
|
||||
|
||||
Now, you can open the order and have a summary of the sold products.
|
Before Width: | Height: | Size: 6.3 KiB After Width: | Height: | Size: 6.3 KiB |
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@ -1,13 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/getting_started
|
||||
overview/register
|
||||
overview/https
|
||||
overview/epos_ssc
|
@ -1,118 +0,0 @@
|
||||
===============
|
||||
Getting started
|
||||
===============
|
||||
|
||||
**Point of Sale** is a fully integrated application that allows you to sell products (online or
|
||||
offline) with any device. It also automatically registers product moves in your stock, gives you
|
||||
real-time statistics, and consolidations across all shops.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Make products available
|
||||
-----------------------
|
||||
|
||||
To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
|
||||
and open a product. In the :guilabel:`Point of Sale` tab, enable :guilabel:`Available in POS`.
|
||||
|
||||
.. image:: getting_started/pos-available.png
|
||||
:align: center
|
||||
:alt: Making a product available in your POS.
|
||||
|
||||
Configure payment methods
|
||||
-------------------------
|
||||
|
||||
To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
|
||||
Configuration --> Payment Methods --> Create`. Set a name and select the **payment terminal** or
|
||||
check :guilabel:`Cash` for cash payments.
|
||||
|
||||
.. image:: getting_started/payment-method.png
|
||||
:align: center
|
||||
:alt: Creating a new payment method for a POS.
|
||||
|
||||
.. note::
|
||||
Credentials are mandatory to use a payment terminal. To learn how to configure the different
|
||||
terminals, check out the following documentation pages:.
|
||||
|
||||
- :doc:`Adyen configuration <../payment/adyen>`
|
||||
- :doc:`Vantiv configuration <../payment/vantiv>`
|
||||
- :doc:`Ingenico configuration <../payment/ingenico>`
|
||||
- :doc:`Six configuration <../payment/six>`
|
||||
|
||||
Now, you can select the payment method in your POS settings. To do so, go to
|
||||
:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you
|
||||
wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
|
||||
the :guilabel:`Payments` section.
|
||||
|
||||
|
||||
POS sessions
|
||||
============
|
||||
|
||||
Start a session
|
||||
---------------
|
||||
|
||||
From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or
|
||||
:guilabel:`Resume` if the session was already open.
|
||||
|
||||
.. note::
|
||||
Multiple users can be connected to the same session at the same time. However, the session can
|
||||
only be open once on the same browser.
|
||||
|
||||
Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
|
||||
enter the number of products using the keypad. To add a **discount** or modify the product
|
||||
**price**, click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts.
|
||||
|
||||
Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
|
||||
**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
|
||||
:guilabel:`New Order` to move on to the next customer.
|
||||
|
||||
.. image:: getting_started/pos-interface.png
|
||||
:align: center
|
||||
:alt: POS session interface.
|
||||
|
||||
.. tip::
|
||||
- You can use both `,` and `.` on your keyboard as decimal separators.
|
||||
- **Cash** is selected by default if you enter the amount without choosing a payment method.
|
||||
|
||||
|
||||
Return and refund products
|
||||
--------------------------
|
||||
|
||||
To return a product and make a refund,
|
||||
|
||||
#. from the **POS dashboard**, **open a session** and select the returned product;
|
||||
#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products;
|
||||
#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
|
||||
#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
|
||||
|
||||
Close the POS session
|
||||
---------------------
|
||||
|
||||
To close your session,
|
||||
|
||||
#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper
|
||||
right corner of your screen;
|
||||
#. then, click :guilabel:`Close` and proceed to the **closing control**;
|
||||
#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash
|
||||
drawer;
|
||||
#. once the control is done, click :guilabel:`Close session & post entries`;
|
||||
#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`.
|
||||
|
||||
.. image:: getting_started/close-pos-session.png
|
||||
:align: center
|
||||
:alt: How to close a POS session.
|
||||
|
||||
.. tip::
|
||||
- It is strongly advised to close your POS session at the end of each day.
|
||||
- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
|
||||
Sessions`.
|
||||
|
||||
View statistics
|
||||
===============
|
||||
|
||||
To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
|
||||
the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
|
||||
and :guilabel:`Orders`.
|
||||
|
||||
These statistics are available in graph or pivot view that you can filter or group depending on your
|
||||
needs.
|
@ -1,30 +0,0 @@
|
||||
==================
|
||||
Register customers
|
||||
==================
|
||||
|
||||
Registering your customers will give you the ability to grant them
|
||||
various privileges such as discounts, loyalty program, specific
|
||||
communication. It will also be required if they want an invoice and
|
||||
registering them will make any future interaction with them faster.
|
||||
|
||||
Create a customer
|
||||
=================
|
||||
|
||||
From your session interface, use the customer button.
|
||||
|
||||
.. image:: register/register01.png
|
||||
:align: center
|
||||
|
||||
Create a new one by using this button.
|
||||
|
||||
.. image:: register/register02.png
|
||||
:align: center
|
||||
|
||||
You will be invited to fill out the customer form with their
|
||||
information.
|
||||
|
||||
.. image:: register/register03.png
|
||||
:align: center
|
||||
|
||||
Use the save button when you are done. You can then select that customer
|
||||
in any future transactions.
|
@ -1,13 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
=================
|
||||
Payment Terminals
|
||||
=================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
payment/adyen
|
||||
payment/ingenico
|
||||
payment/vantiv
|
||||
payment/six
|
31
content/applications/sales/point_of_sale/payment_methods.rst
Normal file
@ -0,0 +1,31 @@
|
||||
:show-content:
|
||||
|
||||
===============
|
||||
Payment methods
|
||||
===============
|
||||
|
||||
To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
|
||||
Configuration --> Payment Methods --> Create`. Set a name and select the **payment terminal** or
|
||||
check :guilabel:`Cash` for cash payments.
|
||||
|
||||
.. image:: payment_methods/payment-method.png
|
||||
:alt: Creating a new payment method for a POS.
|
||||
|
||||
.. note::
|
||||
Credentials are mandatory to use a payment terminal. To learn how to configure the different
|
||||
terminals, check out the following documentation pages:.
|
||||
|
||||
- :doc:`Adyen configuration <payment_methods/terminals/adyen>`
|
||||
- :doc:`Ingenico configuration <payment_methods/terminals/ingenico>`
|
||||
- :doc:`Six configuration <payment_methods/terminals/six>`
|
||||
- :doc:`Vantiv configuration <payment_methods/terminals/vantiv>`
|
||||
|
||||
Now, you can select the payment method in your POS settings. To do so, go to
|
||||
:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you
|
||||
wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
|
||||
the :guilabel:`Payments` section.
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
payment_methods/terminals
|
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@ -0,0 +1,13 @@
|
||||
:nosearch:
|
||||
|
||||
=================
|
||||
Payment terminals
|
||||
=================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
terminals/adyen
|
||||
terminals/ingenico
|
||||
terminals/six
|
||||
terminals/vantiv
|
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14
content/applications/sales/point_of_sale/pricing.rst
Normal file
@ -0,0 +1,14 @@
|
||||
:nosearch:
|
||||
|
||||
================
|
||||
Pricing features
|
||||
================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
pricing/cash_rounding
|
||||
pricing/discounts
|
||||
pricing/discount_tags
|
||||
pricing/loyalty
|
||||
pricing/pricelists
|
@ -1,5 +1,5 @@
|
||||
=============
|
||||
Cash Rounding
|
||||
Cash rounding
|
||||
=============
|
||||
|
||||
**Cash rounding** is required when the lowest physical denomination
|
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@ -1,6 +1,6 @@
|
||||
==========================================
|
||||
Using discount tags with a barcode scanner
|
||||
==========================================
|
||||
===============================
|
||||
Discount tags (barcode scanner)
|
||||
===============================
|
||||
|
||||
If you want to sell your products with a discount, for a product getting
|
||||
close to its expiration date for example, you can use discount tags.
|
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@ -1,6 +1,6 @@
|
||||
===============
|
||||
Apply Discounts
|
||||
===============
|
||||
=========
|
||||
Discounts
|
||||
=========
|
||||
|
||||
By offering discounts, you can entice your customers and drastically
|
||||
increase your revenue. It is vital to offer discounts, whether they are
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
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@ -1,6 +1,6 @@
|
||||
========================
|
||||
Manage a loyalty program
|
||||
========================
|
||||
================
|
||||
Loyalty programs
|
||||
================
|
||||
|
||||
Encourage your customers to continue to shop at your point of sale with
|
||||
a *Loyalty Program*.
|
Before Width: | Height: | Size: 7.6 KiB After Width: | Height: | Size: 7.6 KiB |
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@ -1,6 +1,6 @@
|
||||
=================================
|
||||
Using Pricelists in Point of Sale
|
||||
=================================
|
||||
==========
|
||||
Pricelists
|
||||
==========
|
||||
|
||||
You probably know the concept of happy hour: during a certain period of
|
||||
time, the barman gives a discount on some drinks (usually 50% off or a
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 8.8 KiB After Width: | Height: | Size: 8.8 KiB |
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Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
@ -1,4 +1,37 @@
|
||||
==============================
|
||||
=====================
|
||||
Receipts and invoices
|
||||
=====================
|
||||
|
||||
Reprint receipts
|
||||
================
|
||||
|
||||
Use the *Reprint receipt* feature if you have the need to reprint a ticket.
|
||||
|
||||
Configuration
|
||||
-------------
|
||||
|
||||
To activate *Reprint Receipt*, go to :menuselection:`Point of Sale
|
||||
--> Configuration --> Point of sale`. and select your PoS interface.
|
||||
|
||||
Under the Bills & Receipts category, you will find *Reprint Receipt*
|
||||
option.
|
||||
|
||||
.. note::
|
||||
In order to allow the option reprint receipt, you need to activate the receipt printer.
|
||||
|
||||
.. image:: receipts_invoices/reprint01.png
|
||||
|
||||
Reprint a receipt
|
||||
-----------------
|
||||
|
||||
On your PoS interface, you now have a *Reprint receipt* button.
|
||||
|
||||
.. image:: receipts_invoices/reprint02.png
|
||||
|
||||
When you use it, you can then reprint your last receipt.
|
||||
|
||||
.. image:: receipts_invoices/reprint03.png
|
||||
|
||||
Invoice from the PoS interface
|
||||
==============================
|
||||
|
||||
@ -6,45 +39,40 @@ Some of your customers might request an invoice when buying from your
|
||||
Point of Sale, you can easily manage it directly from the PoS interface.
|
||||
|
||||
Activate invoicing
|
||||
==================
|
||||
------------------
|
||||
|
||||
Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
|
||||
and select your Point of Sale:
|
||||
|
||||
.. image:: invoice/invoice01.png
|
||||
:align: center
|
||||
.. image:: receipts_invoices/invoice01.png
|
||||
|
||||
Under the *Bills & Receipts* you will see the invoicing option, tick
|
||||
it. Don't forget to choose in which journal the invoices should be
|
||||
created.
|
||||
|
||||
.. image:: invoice/invoice02.png
|
||||
:align: center
|
||||
.. image:: receipts_invoices/invoice02.png
|
||||
|
||||
Select a customer
|
||||
=================
|
||||
-----------------
|
||||
|
||||
From your session interface, use the customer button
|
||||
|
||||
.. image:: invoice/invoice03.png
|
||||
:align: center
|
||||
.. image:: receipts_invoices/invoice03.png
|
||||
|
||||
You can then either select an existing customer and set it as your
|
||||
customer or create a new one by using this button.
|
||||
|
||||
.. image:: invoice/invoice04.png
|
||||
:align: center
|
||||
.. image:: receipts_invoices/invoice04.png
|
||||
|
||||
You will be invited to fill out the customer form with its information.
|
||||
|
||||
Invoice your customer
|
||||
=====================
|
||||
---------------------
|
||||
|
||||
From the payment screen, you now have an invoice option, use the button
|
||||
to select it and validate.
|
||||
|
||||
.. image:: invoice/invoice05.png
|
||||
:align: center
|
||||
.. image:: receipts_invoices/invoice05.png
|
||||
|
||||
You can then print the invoice and move on to your next order.
|
||||
|
||||
@ -56,5 +84,4 @@ you will find all your orders in :menuselection:`Point of Sale -->
|
||||
Orders --> Orders` and under the status tab you will see which ones have
|
||||
been invoiced. When clicking on a order you can then access the invoice.
|
||||
|
||||
.. image:: invoice/invoice06.png
|
||||
:align: center
|
||||
.. image:: receipts_invoices/invoice06.png
|
Before Width: | Height: | Size: 5.9 KiB After Width: | Height: | Size: 5.9 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
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Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
Before Width: | Height: | Size: 35 KiB After Width: | Height: | Size: 35 KiB |
13
content/applications/sales/point_of_sale/reporting.rst
Normal file
@ -0,0 +1,13 @@
|
||||
=========
|
||||
Reporting
|
||||
=========
|
||||
|
||||
View statistics
|
||||
===============
|
||||
|
||||
To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
|
||||
the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
|
||||
and :guilabel:`Orders`.
|
||||
|
||||
These statistics are available in graph or pivot view that you can filter or group depending on your
|
||||
needs.
|
@ -7,9 +7,5 @@ Shop Features
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
shop/invoice
|
||||
shop/cash_control
|
||||
shop/barcode
|
||||
shop/multicashiers
|
||||
shop/reprint
|
||||
shop/cash_rounding
|
||||
|
@ -54,9 +54,6 @@ of products using the keypad.
|
||||
You can also enter the barcode number manually in the search bar to look for the product. Then,
|
||||
click it to add it to the cart.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`Get started <../overview/getting_started>`
|
||||
|
||||
Log employees
|
||||
-------------
|
||||
|
||||
|
@ -1,6 +1,6 @@
|
||||
====================================
|
||||
Set-up Cash Control in Point of Sale
|
||||
====================================
|
||||
============
|
||||
Cash control
|
||||
============
|
||||
|
||||
Cash control allows you to check the amount of the cashbox at the
|
||||
opening and closing. You can thus make sure no error has been made and
|
||||
|
@ -1,33 +0,0 @@
|
||||
================
|
||||
Reprint Receipts
|
||||
================
|
||||
|
||||
Use the *Reprint receipt* feature if you have the need to reprint a ticket.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
To activate *Reprint Receipt*, go to :menuselection:`Point of Sale
|
||||
--> Configuration --> Point of sale`. and select your PoS interface.
|
||||
|
||||
Under the Bills & Receipts category, you will find *Reprint Receipt*
|
||||
option.
|
||||
|
||||
.. note::
|
||||
In order to allow the option reprint receipt, you need to activate the receipt printer.
|
||||
|
||||
.. image:: reprint/reprint01.png
|
||||
:align: center
|
||||
|
||||
Reprint a receipt
|
||||
=================
|
||||
|
||||
On your PoS interface, you now have a *Reprint receipt* button.
|
||||
|
||||
.. image:: reprint/reprint02.png
|
||||
:align: center
|
||||
|
||||
When you use it, you can then reprint your last receipt.
|
||||
|
||||
.. image:: reprint/reprint03.png
|
||||
:align: center
|
@ -49,9 +49,25 @@ applications/inventory_and_mrp/inventory/management/replenishment_strategies/vir
|
||||
|
||||
applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)
|
||||
applications/sales/crm/acquire_leads/generate_from_website.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)
|
||||
applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst applications/sales/point_of_sale/pricing/discount_tags.rst # /advanced_pricing_features/* -> /pricing/*
|
||||
applications/sales/point_of_sale/advanced_pricing_features/discounts.rst applications/sales/point_of_sale/pricing/discounts.rst # /advanced_pricing_features/* -> /pricing/*
|
||||
applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst applications/sales/point_of_sale/pricing/loyalty.rst # /advanced_pricing_features/* -> /pricing/*
|
||||
applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst applications/sales/point_of_sale/pricing/pricelists.rst # /advanced_pricing_features/* -> /pricing/*
|
||||
applications/sales/point_of_sale/belgian_fdm/setup.rst applications/finance/fiscal_localizations/belgium.rst
|
||||
applications/sales/point_of_sale/overview/getting_started.rst applications/sales/point_of_sale.rst # point_of_sale/overview/getting_started -> point_of_sale
|
||||
applications/sales/point_of_sale/overview/epos_ssc.rst applications/sales/point_of_sale/configuration/epos_ssc.rst # /overview/* -> /configuration/*
|
||||
applications/sales/point_of_sale/overview/https.rst applications/sales/point_of_sale/configuration/https.rst # /overview/* -> /configuration/*
|
||||
applications/sales/point_of_sale/overview/register.rst applications/sales/point_of_sale.rst # point_of_sale/overview/register -> point_of_sale
|
||||
applications/sales/point_of_sale/payment/adyen.rst applications/sales/point_of_sale/payment_methods/terminals/adyen.rst # /payment/* -> /payment_methods/terminals/*
|
||||
applications/sales/point_of_sale/payment/ingenico.rst applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst # /payment/* -> /payment_methods/terminals/*
|
||||
applications/sales/point_of_sale/payment/six.rst applications/sales/point_of_sale/payment_methods/terminals/six.rst # /payment/* -> /payment_methods/terminals/*
|
||||
applications/sales/point_of_sale/payment/vantiv.rst applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst # /payment/* -> /payment_methods/terminals/*
|
||||
applications/sales/point_of_sale/restaurant/restaurant.rst applications/sales/point_of_sale/restaurant/floors_tables.rst
|
||||
applications/sales/point_of_sale/restaurant/split.rst applications/sales/point_of_sale/restaurant/bill_printing.rst
|
||||
applications/sales/point_of_sale/shop/cash_rounding.rst applications/sales/point_of_sale/pricing/cash_rounding.rst # /shop/* -> /pricing/*
|
||||
applications/sales/point_of_sale/shop/invoice.rst applications/sales/point_of_sale/receipts_invoices.rst # /shop/invoice -> receipts_invoices
|
||||
applications/sales/point_of_sale/shop/multicashiers.rst applications/sales/point_of_sale/employee_login.rst # /shop/multicashiers -> employee_login
|
||||
applications/sales/point_of_sale/shop/reprint.rst applications/sales/point_of_sale/receipts_invoices.rst # /shop/reprint -> receipts_invoices
|
||||
applications/sales/sales/advanced/portal.rst applications/general/users/portal.rst
|
||||
|
||||
# applications/services
|
||||
|